Causeway Global Value has far more than its share of strengths, and both of its share classes continue to merit Morningstar Analyst Ratings of Gold.
Causeway Global Value Inst CGVIX Fund Analysis
Morningstar’s Fund Analysis CGVIX
Will CGVIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGVIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CGVIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CGVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A terrific source of global exposure for investors with ample tolerance for volatility and long time horizons.
